Consolidated Capital Group

Description

Founded by UCLA Anderson School of Management graduates, Consolidated Capital Group is an investment management firm built to help create lasting investments. The organization started as a private Real Estate Investment company, initially investing in Single Family homes in Southern California. The company eventually expanded to Las Vegas, Fresno, and Phoenix, deploying its tested TRM service model to service these areas. Today, the company still has $5M in assets under management related to Real Estate Investments and is still expanding. The Real Estate entity provides property management, investment management, and broker services. The investment management entity operates proprietary fund and is still divided into two parts - private equity and listed securities. The private equity arm provides value to companies by injecting equity for control, giving owners a liquidation opportunity. We have executives in resident with functional expertise in Finance, Operations, Marketing and Overall Executive Management. We also have experts in industry verticals ranging from Real Estate, Entertainment Distribution, Banking and Insurance, Technology - SAAS and Cloud tools, and Consumer goods. The listed securities arm invests in publicly traded and non-publicly traded securities. The goal of the listed securities arm is to provide stability through careful and curated acquisition. To date, the listed securities arm has returned 33% CAGR since 2010. On a combined basis, there are $4M under management.

AI Sector Summary

CCG is a generalist firm focused on Real Estate, B2B SaaS, and Financial Services (Banking and Insurance) with a search fund-style functional expertise model. They target control equity investments across various sectors including consumer goods and entertainment distribution.

Financials